financial planner for women

More Women Drive Financial Decision Making, But Fewer Seek Professional Advice

By default, single women have always taken responsibility for managing household wealth, but the latest in a series of ongoing studies into the attitudes and actions of women around financial topics found that an ever-increasing percentage of married women are taking charge of financial and retirement planning for their families. Prudential’s “Financial Experience & Behaviors

wealth planning for women

Women, Wealth, and Legacy Planning

Whether nurturing the values of children, fulfilling charitable goals, or making investment decisions that affect their own as well as their beneficiaries’ financial security, women play a central role in establishing and preserving family wealth. Consider these statistics:1   Women now control more than half of the investment wealth in the United States. 48% of